Mascoma Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Mascoma Wealth Management’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-810	Closed	-$20.9K	–	463
2025 Q2	$20.9K	Hold	810	–	–	﹤0.01%	256
2025 Q1	$21.4K	Hold	810	–	–	0.01%	256
2024 Q4	$20.5K	Hold	810	–	–	0.01%	272
2024 Q3	$21K	Hold	810	–	–	0.01%	260
2024 Q2	$22.1K	Hold	810	–	–	0.01%	260
2024 Q1	$21.9K	Hold	810	–	–	0.01%	255
2023 Q4	$20.3K	Hold	810	–	–	0.01%	266
2023 Q3	$23.6K	Hold	810	–	–	0.01%	258
2023 Q2	$23K	Buy	+810	New	+$21.3K	0.01%	258
2023 Q1	–	Sell	-21	Closed	-$592	–	600
2022 Q4	$592	Sell	21 -12,107	-100%	-$432K	﹤0.01%	601
2022 Q3	$433K	Buy	12,128 +347	+3%	+$13.3K	0.15%	74
2022 Q2	$482K	Buy	+11,781	New	+$500K	0.16%	72

Other funds holding COMT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

VWM

VCI Wealth Management St Louis, Missouri $399M AUM 23.33% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Mascoma Wealth Management's COMT Position: Q3 2025 in Review

Mascoma Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2025, closing a stake of 810 shares — an estimated $20.9K sold.

Mascoma Wealth Management first reported a position in COMT in Q2 2022 and held it in 12 quarters. The position peaked at $482K in Q2 2022. 141 funds tracked by Wall St. Rank hold COMT as of Q3 2025.

Mascoma Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 810 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2025, an estimated $20.9K.
Mascoma Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2022 and held it in 12 quarters.
Mascoma Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $482K in Q2 2022.
141 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.